M&T Bank

M&T Bank Portfolio holdings

AUM $31.1B
1-Year Est. Return 20.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15.7B
AUM Growth
+$836M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,741
New
Increased
Reduced
Closed

Top Buys

1
+$270M
2
+$212M
3
+$70.5M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$62.2M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$37.7M

Top Sells

1
+$38.8M
2
+$25.8M
3
+$22.3M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$21.3M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$19.6M

Sector Composition

1 Financials 10.58%
2 Healthcare 10.34%
3 Energy 7.46%
4 Technology 7.41%
5 Industrials 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1626
– –
-5,112
1627
– –
-1,545
1628
– –
-1,368
1629
– –
-2,614
1630
– –
-3,821
1631
– –
-8,899
1632
– –
-8,509
1633
– –
-6,778
1634
– –
-11,779
1635
– –
-7,712
1636
– –
-10,359
1637
– –
-1,081
1638
– –
-24,372
1639
– –
-44,772
1640
– –
-76,421
1641
– –
-7,348
1642
– –
-23,214
1643
– –
-4,932
1644
– –
-19,800
1645
– –
-10,591
1646
– –
-2,901
1647
– –
-21,683
1648
– –
-18,429
1649
– –
-4,532
1650
– –
-16,648
63 64 65
66
67